Career Opportunities at Azzad

Our Firm

Azzad Asset Management is an investment advisory firm established in 1997 and specialized in offering socially responsible, halal solutions for wealth management. Our team consists of bright minded individuals who are self-driven to serve clients with integrity and the highest standards of professionalism. Our niche clientele consists primarily of affluent American Muslim professionals who desire a comprehensive, investment solution to their financial lives. We offer mutual funds, a wrap program, financial planning and model management for retail and institutional clients.

If you would like to help clients align their financial goals with their values, then consider joining our team. We are always looking for financial analysts and researchers, certified financial planners, and experienced investment advisers to bring value to our clients.

We provide our employees with a competitive compensation package that includes a health insurance plan with dental and vision, a retirement plan with matching employer contributions, a bonus system, and more. Work in a family-friendly environment with opportunity for professional growth. Azzad is an equal opportunity employer.

To be considered for a position with our firm, email us your cover letter and résumé with the job title in the subject line. Applicants must be a U.S. citizen or permanent resident to be considered.

Please note: a thorough background check is required to be considered for employment at Azzad.

Azzad does not accept résumés from group contracting firms or recruitment agencies.

Current Job Openings

Financial Advisor

As financial advisor, your duties will include:

  • • Conduct webinars, and seminars on various financial topics to help build your client base;
  • • Identify and participate in community events and conferences to sell the firm’s products and services;
  • • Answer questions about and sell Azzad mutual funds and/or Ethical Wrap Program;
  • • Recommend qualified retirement plans, IRAs, college plans, and other investment accounts for clients and prospects;
  • • Prepare and give client reviews (coordinate with analysts to obtain market outlook, performance, etc.);
  • • Submit articles for the firm’s newsletter, white paper or other literature to establish credibility as an expert in your field;
  • • Maintain a database of client, prospect, and others resulting from sales efforts;
  • • Take copious notes and any necessary follow up action during client meetings;
  • • Actively seek new prospects using a referral system, company’s marketing opportunities, build relationships with other financial professionals (such as CPAs) and other avenues;
  • • Use approved marketing literature to mitigate risks to Azzad Asset Management and conduct business according to the policies and procedures outlined in Azzad’s compliance manual;
  • • Work as a team with operations, marketing and other sales people to deliver exceptional customer service;
  • • Complete all other duties and assignments that may be assigned.

LOCATION

This position will be based at our headquarters in Falls Church, Va.

 

QUALIFICATIONS:

Must be a U.S. citizen or permanent resident.

  • Experience- At least five years of experience as a financial advisor (or equivalent position) is required. Your own book of business is preferred, but not required.
  • Educational background- Four-year college degree in finance, accounting, marketing, or business preferred. Series 65 (or equivalent) is required and an advanced degree such as CERTIFIED FINANCIAL PLANNER™, qualified retirement plan specialist, or equivalent is preferred (but may be obtained after employment).
  • Economics and accounting- Working knowledge of investment products and services, as well as, financial planning concepts (especially with regards to qualified retirement plans) is required. Knowledge of economic and accounting principles and practices, the financial markets, and the analysis and reporting of financial data required.
  • Basic understanding of Islamic finance and investing- A basic understanding of complex Islamic financial matters and ability to translate them for a layperson audience is preferred, but will train.
  • Customer and personal service- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Sales and marketing- Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

SKILLS:

  • •  Communicates clearly – In-depth interpersonal, verbal and written communication skills.
  • •  Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • •  Persistence – Job requires persistence in the face of obstacles.
  • •  Independence – Job requires developing one’s own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
  • •  Dependability – Job requires being reliable, responsible, and dependable, and fulfilling obligations.
  • •  Initiative – Job requires a willingness to take on responsibilities and challenges.
  • •  Achievement/Effort – Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

 

Travel and working outside of normal working hours are required.

PERFORMANCE: Job performance is measured by several factors including: number of prospects called daily and professional relationships maintained, new assets generated as a direct result of your efforts (with a predetermined annual quota), and the quality of customer service from client surveys.

Client service associate

The client service associate will provide non-advice-related support to clients including organizing client meetings, collecting client data, responding to administrative client queries and preparing standard reports. As client service associate, your duties will include:

  • Deliver superior client service – troubleshoot problems, serve as liaison between client and advisor, and follow up on service requests.
  • Support all company advisors with client paperwork, performance reporting, meeting preparations, and miscellaneous tasks as requested.
  • Manage client information – prepare client reports, submit and follow up on necessary paperwork, regularly update CRM and third-party reporting software.
  • Manage incoming transfers and money movements, monitor and reconcile cash activities.
  • Direct prospect phone calls to appropriate personnel after initially qualifying them.
  • Other administrative duties such as maintaining office supplies, manage incoming and outgoing mail.

 

LOCATION

This position will be based at our headquarters in Falls Church, Va.

QUALIFICATIONS:

Must be a U.S. citizen or permanent resident.

  • 4-year college degree
  • Minimum of 2 years professional experience in a similar role
  • • Series 65 (or equivalent) — required
  • Working knowledge of investment products and services and basic financial planning concepts
  • Proficiency in Word, Excel, PowerPoint, and Salesforce (CRM software)

 

SKILLS:

  • Client-first attitude
  • Good written and verbal communication skills
  • Ability to manage and resolve difficult situations with clients under minimal supervision
  • Ability to work in a fast paced sales oriented environment
  • Must be organized, detail-oriented, and able to multitask
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment

 

SALARY AND BENEFITS:
Salary will be based on experience, competencies and background with incentive bonus. Benefits include dental, vision, health care, FSA, 401(k) profit sharing, and pension (when eligible).

Paraplanner / financial administrative assistant

Resumes will not be reviewed without a cover letter. Your cover letter should tell us why you would be a good fit for this position; describe three of your most defining attributes; and the compensation range that you require. This exercise is meant to show us your writing skills and ability to follow directions, as well as to help us get to know you.

At Azzad, we develop deep and personal relationships with our clients and we work hard to help them understand and organize their financial lives. Our clients are primarily affluent American Muslim professionals and families who believe in socially responsible investing. This kind of work is challenging, but more than anything, it’s meaningful. The paraplanner position is an important and multifaceted role that supports our CERTIFIED FINANCIAL PLANNER™ professionals by utilizing critical thinking skills to provide independent analysis of the scenarios that our clients find themselves in.

You’re the person we’re looking for if you are:

  • •    detail-oriented, and able to review your work and the work of others for errors.
  • •    a superb listener with excellent interpersonal skills.
  • •    willing to develop a deep understanding of financial planning topics and concepts.
  • •    capable of managing multiple tasks and time effectively.
  • •    able to make decisions based on data, logic and experience.
  • •    committed to producing high quality work.
  • •    comfortable interacting with others and providing exceptional customer service.
  • •    exceptionally skilled at self-management and staying organized.
  • •    able to work independently and as part of a team in a small office environment.
  • •    computer savvy, especially with Microsoft Outlook, Word and Excel.
  • •    interested in a job that has room to grow as your knowledge and skills expand.

 

QUALIFICATIONS:

  • •    Must have a four-year college degree preferably in financial planning, economics, business, or finance.
  • •    U.S. citizen or authorized to work in the U.S.
  • •    At least 2 years professional work experience or internship experience.

 

MAIN DUTIES INCLUDE:

  • •    Organizing client data
  • •    Pre- and post-meeting preparation and follow up
  • •    Attending client meetings: taking notes and asking relevant questions
  • •    Constructing financial plans and generating financial plan updates
  • •    Using Money Guide Pro planning software and Riskalyze software
  • •    Researching financial planning questions

 

ADDITIONAL RESPONSIBILITIES:

  • •    Copying & scanning key information gathered from clients into our system
  • •    Managing follow up tasks from client meetings
  • •    Managing the planning process to make sure that we get plans done in a timely manner
  • •    Producing well written, clear and concise emails to clients
  • •    Being responsive to client calls and emails
  • •    Researching client history
  • •    Taking the initiative to understand financial planning topics and concepts you don’t understand

 

**Full-time position with benefits including health/dental insurance, paid time off, 401(k) profit sharing and pension plan.